[IMP] account: Improvement of accounting dashboard kanban

Rework the button displayed on the kanban.
Part of task 3086715

closes odoo/odoo#108024

Related: odoo/upgrade#4394
Related: odoo/enterprise#34992
Signed-off-by: Cedric Snauwaert <csn@odoo.com>

addons/account/models/account_journal.py

@@ -37,7 +37,7 @@ class AccountJournal(models.Model):
     _name = "account.journal"
     _description = "Journal"
     _order = 'sequence, type, code'
-    _inherit = ['mail.thread', 'mail.activity.mixin']
+    _inherit = ['mail.thread', 'mail.activity.mixin', 'portal.mixin']
     _check_company_auto = True
     _rec_names_search = ['name', 'code']
 
@@ -709,6 +709,11 @@ class AccountJournal(models.Model):
         # We simply call the setup bar function.
         return self.env['res.company'].setting_init_bank_account_action()
 
+    def action_new_transaction(self):
+        action = self.env['ir.actions.act_window']._for_xml_id('account.action_bank_statement_tree')
+        action['context'] = {'default_journal_id': self.id}
+        return action
+
     def _create_document_from_attachment(self, attachment_ids):
         """ Create the invoices from files."""
         move_type = self._context.get("default_move_type", "entry")

addons/account/views/account_journal_dashboard_view.xml

@@ -242,13 +242,18 @@
                         <!-- On the left, display :
                             - A button corresponding to the bank_statements_source, if it wasn't configured, a button for each of them
                             - If there are statements to reconcile, a link to reconcile them -->
-                        <div id="dashboard_bank_cash_left" class="col-12 col-sm-5 mb-3 mb-sm-0 o_kanban_primary_left">
+                        <div id="dashboard_bank_cash_left" class="col-12 col-sm-6 mb-3 mb-sm-0 o_kanban_primary_left">
                             <t t-if="journal_type == 'bank'">
                                 <t t-if="dashboard.bank_statements_source == 'undefined' or dashboard.bank_statements_source == 'online_sync'">
-                                    <a t-if="dashboard.number_to_reconcile > 0" name="action_configure_bank_journal" type="object" class="oe_inline" groups="account.group_account_invoice">Connect</a>
-                                    <button t-if="dashboard.number_to_reconcile == 0" name="action_configure_bank_journal" type="object" class="btn btn-primary" groups="account.group_account_invoice">Connect</button>
+                                    <button name="action_configure_bank_journal" type="object" class="btn btn-primary" groups="account.group_account_invoice">Connect</button>
                                 </t>
-                                <div name="bank_journal_cta" class="mt-3 mt-sm-0"/>
+                                <div id="transactions" class="d-flex mt-3 mt-sm-0" style="gap: 5px;">
+                                    <div name="bank_journal_cta" class="w-100">
+                                        <div name="bank_journal_transactions" class="w-100 d-flex" style="gap: 5px;">
+                                            <a id="create_transaction" name="action_new_transaction" type="object" groups="account.group_account_invoice">Create</a>
+                                        </div>
+                                    </div>
+                                </div>
                             </t>
                             <t t-if="journal_type == 'cash'">
                                 <a t-if="dashboard.number_to_reconcile > 0" type="object" name="create_cash_statement" class="oe_inline" groups="account.group_account_invoice">New Transaction</a>
@@ -256,7 +261,7 @@
                             </t>
                         </div>
                         <!-- On the right, show other common informations/actions -->
-                        <div id="dashboard_bank_cash_right" class="col-12 col-sm-7 o_kanban_primary_right">
+                        <div id="dashboard_bank_cash_right" class="col-12 col-sm-6 o_kanban_primary_right">
                             <div class="row" t-if="dashboard.nb_lines_bank_account_balance > 0">
                                 <div id="dashboard_bank_cash_balance" class="col overflow-hidden text-start">
                                     <span title="Balance in General Ledger">Balance in GL</span>

addons/account/wizard/setup_wizards.py

@@ -133,12 +133,13 @@ class SetupBarBankConfigWizard(models.TransientModel):
             if not selected_journal:
                 new_journal_code = self.env['account.journal'].get_next_bank_cash_default_code('bank', self.env.company)
                 company = self.env.company
-                selected_journal = self.env['account.journal'].create({
+                record.linked_journal_id = self.env['account.journal'].create({
                     'name': record.new_journal_name,
                     'code': new_journal_code,
                     'type': 'bank',
                     'company_id': company.id,
                     'bank_account_id': record.res_partner_bank_id.id,
+                    'bank_statements_source': 'file_import',
                 })
             else:
                 selected_journal.bank_account_id = record.res_partner_bank_id.id